Boeing's Deliveries Unaffected by Iran Conflict
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy BA?
Source: seekingalpha
- Delivery Stability: Boeing's management stated that ongoing conflicts in Iran have not impacted commercial aircraft deliveries, indicating resilience in the global aviation market, which is expected to enhance customer confidence and drive future order growth.
- Production Plan Increase: CEO Kelly Ortberg revealed plans to raise the monthly production of the 737 Max from 42 to 47 aircraft, which will help the company regain momentum in its commercial business after years of operational challenges.
- Defense Business Growth: Ortberg noted that geopolitical tensions could create opportunities for Boeing's defense unit, with anticipated increases in maintenance work, service contracts, and demand for munitions, providing an additional revenue stream for the company.
- Market Monitoring: Boeing and other aerospace and defense companies are closely monitoring whether rising military tensions will lead to increased government spending commitments and faster procurement cycles, potentially offering Boeing dual support in both its commercial and defense sectors.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 218.880
Low
150.00
Averages
269.14
High
298.00
Current: 218.880
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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